08-01-2014, 05:50 AM
'ArtM72' pid='47965' datel Wrote:Russ Fischer is a really smart guy that posts from time to time on Seeking Alpha. He was a strong proponent for MU a couple of years back on IV's OVTI board. He is now very bullish on Intel. In one of his latest posts (http://seekingalpha.com/article/2311335-...gh-margins) Russ talks about Intel and a very real possibility of its producing a DRAM on processor chip. Interesting read as it also talks a bit about MU and Samsung.
Actually, thanks for that, Art. In case you know him personally, can you ask him what he thinks of POET Technologies? They come with some big claims, arguing they can integrate optics on a normal dye delivering order of magnitude improvements in speed and energy consumption. Their head scientist is, as far as I can make out, a respectable scientist from University of Connecticut.
Sorry for hijacking the thread with this, Fundy